Saltar al contenido
Automatizaciones

TrueLayer

Conéctese con Truelayer para aprovechar los servicios seguros de banca abierta. Esta integración permite una interacción perfecta con la API de Truelayer para administrar diversos procesos financieros.

Volver a integracionesCRM y ventas40 Acciones
TrueLayer logo
Famulor

Así corre el flujo

Una automatización nativa conecta TrueLayer con llamadas, CRM e historial.

1Conecta tu cuenta de TrueLayer
2Construye la automatización
3Prueba y activa

Qué incluye el motor

Flujos no-code para TrueLayer: triggers, IA, CRM e historial en Famulor.

Triggers

Llamadas, reservas, webhooks, horarios y eventos CRM inician el flujo.

Pasos de IA

Generar texto, extraer campos, ramificar y repetir, en el builder.

CRM y apps

Acciones CRM nativas más 1000+ apps conectadas.

Milian para TrueLayer

TrueLayer, diseñado para agentes de IA.

Convierte TrueLayer en agentic-first. Milian crea el workflow de automatización, lo conecta con tu asistente y lo ejecuta en la conversación o de forma programada.

AI-Native Automation

Milian convierte tu briefing en un workflow y lo conecta con el asistente adecuado.

Milian Missions

Ejecuta tareas ahora, durante una conversación o de forma programada con tus apps conectadas.

CRM y ventas agentic-first

Los agentes leen contexto, escriben datos y completan el siguiente paso del proceso.

TrueLayer logo
40 Acciones

Acciones disponibles

Acciones que Famulor ejecuta en TrueLayer desde una automatización.

TrueLayer logo

Cancel Payment

Cancel a payment. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

TrueLayer logo

Confirm Mandate Funds

Confirm that the PSU has the given funds. This API can be called using the mandate_token associated with the mandate or using a backend bearer token.

TrueLayer logo

Create Mandate

Create a new mandate. This API must be called using a backend bearer token.

TrueLayer logo

Create Payment

Create a new payment. This API must be called using a backend bearer token.

TrueLayer logo

Create Payment Link

Create a new payment link. This API must be called using a backend bearer token.

TrueLayer logo

Create Payment Refund

Refund a merchant account payment, either fully or partially.

TrueLayer logo

Create payout

Pay out from one of your merchant accounts.

TrueLayer logo

Custom API Call

Make a custom API call to a specific endpoint

TrueLayer logo

Disable Sweeping

Disable automatic sweeping for a merchant account.

TrueLayer logo

Get Mandate

Returns a mandate with the stated ID. This endpoint can be called either by the regular `backend token` or the `mandate token` for that mandate.

TrueLayer logo

Get Mandate Constraints

Retrieve the constraints defined on the mandate, as well as the current utilization of those constraints within the periods.

TrueLayer logo

Get Merchant Account

Get the details of a single merchant account.

TrueLayer logo

Get Payment

Returns payment details. This API can be called using either the `resource_token` associated with the payment or a backend bearer token.

TrueLayer logo

Get Payment Link

Retrieves payment link details. This API must be called using a backend bearer token.

TrueLayer logo

Get Payment Provider

Returns payment provider details. This API can be called without the need for authentication.

TrueLayer logo

Get Payment Refund

Returns refund details for a specific payment.

TrueLayer logo

Get Payment Refunds

Returns all refunds of a payment.

TrueLayer logo

Get Payment Sources

Get the payment sources from which the merchant account has received payments.

TrueLayer logo

Get Payments

List all the payments associated with the payment link. This API must be called using a backend bearer token.

TrueLayer logo

Get payout

Returns payout details.

TrueLayer logo

Get Sweeping Settings

Get the automatic sweeping settings for a merchant account.

TrueLayer logo

Get Transactions

Get the transactions of a single merchant account. If pagination is missing, add a header `tl-enable-pagination: true` to enable pagination.

TrueLayer logo

List Mandates

List all the mandates associated with the client. This API must be called using a backend bearer token.

TrueLayer logo

List Merchant Accounts

List all your TrueLayer merchant accounts. There might be more than one account per currency.

TrueLayer logo

Revoke Mandate

Revoke a mandate. This API must be called using a backend bearer token.

TrueLayer logo

Save Payment Account

Save the account details associated with a payment for subsequent re-use. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

TrueLayer logo

Search Payment Providers

Returns a list of payment providers.

TrueLayer logo

Set Up or Update Sweeping

Set the automatic sweeping settings for a merchant account. At regular intervals, any available balance in excess of the configured `max_amount_in_minor` is withdrawn to a pre-configured IBAN.

TrueLayer logo

Start authorization flow

Start the authorization flow for a payout. This API can be called using the `resource_token` associated with the payout you are trying to fetch.

TrueLayer logo

Start Authorization Flow

Start the authorization flow for a mandate. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

TrueLayer logo

Start Payment Authorization Flow

Start the authorization flow for a payment. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

TrueLayer logo

Submit consent

Submit the consent given by the user. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

TrueLayer logo

Submit Consent

Submit the consent given by the user. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

TrueLayer logo

Submit Form

Submit form details filled by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

TrueLayer logo

Submit payments return parameters

Submit direct return query and fragment parameters returned from the provider.

TrueLayer logo

Submit provider selection

Submit the provider details selected by the PSU. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

TrueLayer logo

Submit Provider Selection

Submit the provider details selected by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

TrueLayer logo

Submit Scheme Selection

Submit the scheme details selected by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

TrueLayer logo

Submit User Account Selection

Submit the user account selection option given by the user. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

TrueLayer logo

TrueLayer

Connect with TrueLayer to leverage secure open banking services. This integration allows seamless interaction with TrueLayer's API to manage various financial processes.

En tres pasos

Conecta TrueLayer en la plataforma de automatización.

  1. 01

    Conecta tu cuenta de TrueLayer

    OAuth, API key o MCP: las credenciales quedan cifradas en la conexión.

  2. 02

    Construye la automatización

    Une triggers, pasos de IA y acciones de TrueLayer en el builder visual.

  3. 03

    Prueba y activa

    Dry-run con datos de ejemplo y activa. Cada ejecución va al historial.

TrueLayer FAQ

Preguntas frecuentes sobre la integración de TrueLayer

La configuracion tarda menos de 5 minutos. Conecta tu cuenta de TrueLayer, define las preferencias del asistente de voz y comienza a automatizar de inmediato.

¿Conectar TrueLayer al motor nativo?

Lanza una automatización: triggers, IA, CRM e historial, más 1000 apps.